“Project Management” object is exposed from SAP Business One Version 9.2 PL03

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“Project Management” object is exposed as a Service Type Object from SAP Business One Version 9.2 PL03. It is yet to be implemented in DTW.

Here is how to use the Project Management object using DI API:

1. Add a Project using DI API:

int absEntryOfCreatedProject = -1;
SAPbobsCOM.CompanyService oCompServ = null;
SAPbobsCOM.ProjectManagementService pmgService = null;

try
{

    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);
    SAPbobsCOM.PM_ProjectDocumentData project = (SAPbobsCOM.PM_ProjectDocumentData)pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentData);
    project.ProjectName = "ProjectByDI_01";
    project.Owner = 1;
    project.StartDate = new DateTime(2016, 2, 1);
    project.DueDate = new DateTime(2016, 11, 30);
    project.ClosingDate = new DateTime(2016, 12, 31);
    project.ProjectType = SAPbobsCOM.ProjectTypeEnum.pt_External;
    project.BusinessPartner = "C20000";
    project.ContactPerson = 2;
    project.Territory = 1;
    project.SalesEmployee = 5;
    project.AllowSubprojects = SAPbobsCOM.BoYesNoEnum.tYES;
    project.ProjectStatus = SAPbobsCOM.ProjectStatusTypeEnum.pst_Started;
    project.FinancialProject = "PRJ01";
    project.RiskLevel = SAPbobsCOM.RiskLevelTypeEnum.rlt_High;
    project.Industry = 1;
    project.Reason = "Test comment";
    project.AttachmentEntry = 1;
    SAPbobsCOM.PM_ProjectDocumentParams projectParam = pmgService.AddProject(project);
    absEntryOfCreatedProject = projectParam.AbsEntry;

}

catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

finally
{
    if (pmgService != null)
    {
        MessageBox.Show(absEntryOfCreatedProject.ToString());
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

2. Update a Project by adding ‘Documents’ to ‘Stages’ using DI API:

SAPbobsCOM.CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
SAPbobsCOM.ProjectManagementService pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(SAPbobsCOM.ServiceTypes.ProjectManagementService);
SAPbobsCOM.PM_ProjectDocumentParams projectToUpdateParam = pmgService.GetDataInterface(SAPbobsCOM.ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);

try
{
    projectToUpdateParam.AbsEntry = 1;
    SAPbobsCOM.PM_ProjectDocumentData project = pmgService.GetProject(projectToUpdateParam);
    SAPbobsCOM.PM_StagesCollection stagesCollection = project.PM_StagesCollection;
    SAPbobsCOM.PM_StageData stage = stagesCollection.Add();
    stage.StageType = 1;
    stage.StartDate = DateTime.Now;
    stage.CloseDate = stage.StartDate.AddDays(30);
    stage.Task = 1;
    stage.Description = "StageWithDocByDI_01";
    stage.ExpectedCosts = 150;
    stage.PercentualCompletness = 7;
    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;
    stage.StageOwner = 5;
    stage.AttachmentEntry = 1;
    stage = stagesCollection.Add();
    stage.StageType = 2;
    stage.StartDate = DateTime.Now.AddMonths(1);
    stage.CloseDate = stage.StartDate.AddDays(30);
    stage.Task = 2;
    stage.Description = "StageWithDocByDI_02";
    stage.ExpectedCosts = 250;
    stage.PercentualCompletness = 8;
    stage.IsFinished = SAPbobsCOM.BoYesNoEnum.tNO;
    stage.StageOwner = 5;
    stage.DependsOnStage1 = 1;
    stage.StageDependency1Type = SAPbobsCOM.StageDepTypeEnum.sdt_Project;
    stage.DependsOnStageID1 = 1;

    SAPbobsCOM.PM_DocumentsCollection documentsCollection = project.PM_DocumentsCollection;
    SAPbobsCOM.PM_DocumentData document = documentsCollection.Add();
    document.StageID = 1;
    document.DocType = SAPbobsCOM.PMDocumentTypeEnum.pmdt_APCreditMemo;
    document.DocEntry = 7;
    pmgService.UpdateProject(project);
    MessageBox.Show("OK");
}

catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}

finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

3. Cancelling a Project using DI API:

SAPbobsCOM.CompanyService oCompServ = null;
SAPbobsCOM.ProjectManagementService pmgService = null;

try
{
    oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    pmgService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);
    SAPbobsCOM.PM_ProjectDocumentParams projectToCancelParam = pmgService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_ProjectDocumentParams);
    projectToCancelParam.AbsEntry = 1;
    pmgService.CancelProject(projectToCancelParam);
}
catch (Exception ex)
{
    throw new Exception(string.Format("Call PMG failed with error code: {0}", ex.Message));
}
finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

4. Adding a SubProject using DI API:

try
{
    CompanyService oCompServ = (SAPbobsCOM.CompanyService)oCompany.GetCompanyService();
    ProjectManagementService phaService = (SAPbobsCOM.ProjectManagementService)oCompServ.GetBusinessService(ServiceTypes.ProjectManagementService);
    PM_SubprojectDocumentData subProject = phaService.GetDataInterface(ProjectManagementServiceDataInterfaces.pmsPM_SubprojectDocumentData);
    subProject.Owner = 4;
    subProject.SubprojectName = "SubProjectNameByDI_01_01";
    subProject.StartDate = new DateTime(2016, 5, 1);
    subProject.DueDate = new DateTime(2016, 5, 15);
    subProject.SubprojectEndDate = new DateTime(2016, 5, 31);
    subProject.ProjectID = 1;
    subProject.SubprojectType = 1;
    subProject.SubprojectContribution = 15;
    subProject.SubprojectStatus = SubprojectStatusTypeEnum.sst_Open;
    subProject.ActualCost = 50;
    subProject.PlannedCost = 200;
    SAPbobsCOM.PM_SubprojectDocumentParams subprojectParam = phaService.AddSubproject(subProject);
}
catch (Exception ex)
{
    throw new Exception(string.Format("Call failed with error code: {0}", ex.Message));
}
finally
{
    if (pmgService != null)
    {
        System.Runtime.InteropServices.Marshal.ReleaseComObject(pmgService);
    }
}

Update: UDFs have been implemented for “PM_ProjectDocumentData”, “PM_StageData”, “PM_SubprojectDocumentData” since SAP Business One Version 9.3 PL01 .

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12 Comments

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Kuldeep Kumar

August 14, 2016 at 6:54 pm

Thanks for sharing this… When we can use it in DTW?
- Like(0)
- Peter Hartwich
  
  July 13, 2017 at 2:02 pm
  
  Dear Kuldeep, we are well aware of this requirement, it is also tracked via https://ideas.sap.com/D35622.
  
  Please subscribe to that idea in order to get informed as soon as it get updated.
  
  Best regards, Peter
  - Like(0)
  - Peter Hartwich
    
    February 7, 2018 at 1:59 pm
    
    Delivered with SAP Business One 9.3 PL00
    Like(0)
ANKIT CHAUHAN Post author

March 22, 2017 at 3:00 pm

Update an existing ‘Stage’ for the existing Project Management Document, can be found here:

https://answers.sap.com/questions/160076/sap-business-one-project-management-stages-sdk.html

Kind regards,

ANKIT CHAUHAN

SAP SME Support
- Like(0)
Former Member

April 21, 2017 at 5:04 pm

Hi Ankit,

Thanks for sharing.

Is it possible to update UDF values for PM_ProjectDocumentData or PM_SubprojectDocumentData?

Thanks,
Mark
- Like(0)
- ANKIT CHAUHAN Post author
  
  April 25, 2017 at 4:03 pm
  
  Hi Former Member,
  
  Currently, I do not find any possibility to do this. I will inform you about it as early as possible.
  
  Kind regards,
  
  ANKIT CHAUHAN
  
  SAP SME Support
  - Like(0)
- ANKIT CHAUHAN Post author
  
  April 28, 2017 at 9:54 am
  
  Hi Former Member,
  
  Currently, UDFs are not implemented for PM_ProjectDocumentData or PM_SubprojectDocumentData
  
  Kind regards,
  
  ANKIT CHAUHAN
  
  SAP SME Support
  - Like(1)
Former Member

May 9, 2017 at 9:25 am

Hi ANKIT CHAUHAN,
Can you help give me demo adding Project management with DI API. I dont know how to use DI API with Project Management
Thanks.
- Like(0)
- ANKIT CHAUHAN Post author
  
  May 17, 2017 at 1:22 pm
  Hi,
  
  Sorry for the late reply!
  
  To use the above mentioned program, you need to perform the following:
  1. Create a company connection using DI API. For this, if you need a help, you need to install SAP Business One SDK and find the sample codes at the following location:C:\Program Files (x86)\SAP\SAP Business One SDK\Samples
  2. Once the company connection is successful, you can use the above mentioned program as it is and notice what is being done by DI API. This can be observed from SAP Business One Client itself.
  Hope it helps!
  
  Kind regards,
  
  ANKIT CHAUHAN
  
  SAP SME Support
  - Like(1)
  - Former Member
    
    May 18, 2017 at 2:44 am
    
    Hi ANKIT,
    Thank you so much
    With sharing this, Can I use DI API import with file XML. Pls explain for me
    Thanks
    Like(0)
Mark van der Steen

June 8, 2018 at 12:30 pm

Hi,

Can you also give some examples for ProjectManagementConfigurationService.

Specialy the getTasks and addTasks?

Kind regards,

Mark
- Like(0)
Tulio Enterlein

August 21, 2018 at 12:45 pm
Hi Ankit!

Firstly, thanks for your post and samples about Project Management. However, I have doubt about how to implement UDF in this code.

After installing SAP 9.3 PL5, I’m trying to integrate Project Management basead on your sample and update UDF, but an error is shown on my application:

Invalid Field Name

The line which is occuring the error:
```
project.UserFields.Item("U_ValorProj").Value = 5.0;
```
The field “U_ValorProj” was created correcly in Project Management as Numeric (16.9), but I have no idea how to fix it.

Besides that, I changed the field name to “ValorProj” but the error persists:
```
project.UserFields.Item("ValorProj").Value = 5.0;
```
Could you help me?

Best Regards

Tulio
- Like(0)